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Starter
Perfect for getting started with AI financial planning
$9/mo
- All 11 financial domains
- 30-year wealth projection
- AI strategic analyst chat
- Tax optimization analysis
- Monthly projection refresh
- Basic health score
- Email support
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Pro
Most popular for serious financial planning
$24/mo
- Everything in Starter
- Real estate intelligence module
- Portfolio rebalancing scenarios
- Estate & legacy planning
- Weekly projection refresh
- Unlimited PDF reports
- 3-path trajectory comparison
- AI chat with decision injection
- Priority email support
Executive
Advanced features for complex financial situations
$49/mo
- Everything in Pro
- Small business integration
- Stress testing & Monte Carlo
- Priority AI processing
- Daily projection refresh
- Document extraction (tax returns, paystubs)
- Partner/spouse accounts
- Quarterly deep-dive reviews
- Early access to new features
- Priority phone & email support
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·Cancel anytimeFull Feature Comparison
Everything you need to know about each plan
Features
Starter
$9/mo
Pro
$24/mo
Executive
$49/mo
Core Features
Financial domains
11
11
11
30-year projection
AI strategic analyst
Tax optimization
Health score
Basic
Advanced
Advanced
Updates & Refresh
Refresh frequency
Monthly
Weekly
Daily
PDF reports
1/month
Unlimited
Unlimited
3-path comparison
Advanced Analysis
Real estate intelligence
Estate planning
Decision injection
SMB integration
Stress testing
Priority processing
Data & Documents
Document extraction
Partner accounts
Quarterly deep-dives
Early access
Support
Email support
Priority
Priority
Phone support
Core Features
Financial domains
Starter
11Pro
11Executive
1130-year projection
Starter
Pro
Executive
AI strategic analyst
Starter
Pro
Executive
Tax optimization
Starter
Pro
Executive
Health score
Starter
BasicPro
AdvancedExecutive
AdvancedUpdates & Refresh
Refresh frequency
Starter
MonthlyPro
WeeklyExecutive
DailyPDF reports
Starter
1/monthPro
UnlimitedExecutive
Unlimited3-path comparison
Starter
Pro
Executive
Advanced Analysis
Real estate intelligence
Starter
Pro
Executive
Estate planning
Starter
Pro
Executive
Decision injection
Starter
Pro
Executive
SMB integration
Starter
Pro
Executive
Stress testing
Starter
Pro
Executive
Priority processing
Starter
Pro
Executive
Data & Documents
Document extraction
Starter
Pro
Executive
Partner accounts
Starter
Pro
Executive
Quarterly deep-dives
Starter
Pro
Executive
Early access
Starter
Pro
Executive
Support
Email support
Starter
Pro
PriorityExecutive
PriorityPhone support
Starter
Pro
Executive
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